About Us

Craven Slater & Associates was established in 2004 by long standing friends and colleagues David Craven and Richard Slater, with the aim of providing expert financial planning to a diverse range of clients.

Our team of advisers bring a host of experience covering different sectors of the industry, allowing us to provide clients with a fully-integrated approach to financial planning.

At every step of a client's financial journey, Craven Slater & Associates offer the knowledge and expertise to assist with all requirements.

From core offerings, such as tax-efficient investments, to more specialist areas, such as Inheritance Tax Planning, we are committed to supplying the highest quality of advice to all our clients. We view continued advice as key to successfully meeting objectives and regular structured reviews are arranged to ensure goals are met and to help clients adapt if and when their circumstances change.

By working in conjunction with other professionals, including accountants and solicitors, we are also well-placed to offer clients help and guidance on matters such as will planning and individual tax planning. We also offer this joined up approach to trustees and business owners.

Through this holistic approach to financial planning, our advisers are trusted to offer opinion on a diverse array of issues and we always encourage clients to get in touch in relation to all their financial requirements or concerns.

The value of investments can fall as well as rise. You may get back less than you invested.

Estate planning, tax planning and will writing are not regulated by the FCA.

Regulatory Statement

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Craven Slater & Associates Ltd is an appointed representative of Intrinsic Wealth Limited and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Intrinsic Wealth Limited is entered on the Financial Services Register http://www.fca.org.uk/register under reference 217742 and Intrinsic Mortgage Planning Limited under reference 440718.

Estate planning, Tax planning, Commercial mortgages, Trusts and will writing are not regulated by the FCA.